Valeo Financial Advisors’s First Internet Bancorp INBK Stock Holding History

Valeo Financial Advisors’s Portfolio INBK Stock Details INBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$673K	Sell	24,200 -395	-2%	-$9.58K	0.01%	380
2026 Q1	$501K	Buy	24,595 +14	+0.1%	+$293	0.01%	411
2025 Q4	$513K	Buy	24,581 +263	+1%	+$5.29K	0.01%	458
2025 Q3	$545K	Buy	24,318 +11	+0%	+$271	0.01%	445
2025 Q2	$654K	Buy	24,307 +12	+0%	+$286	0.02%	390
2025 Q1	$651K	Buy	24,295 +9	+0%	+$280	0.02%	343
2024 Q4	$874K	Buy	24,286 +8	+0%	+$303	0.02%	294
2024 Q3	$832K	Buy	24,278 +311	+1%	+$10.5K	0.02%	293
2024 Q2	$648K	Buy	23,967 +606	+3%	+$18.3K	0.02%	318
2024 Q1	$777K	Sell	23,361 -3,068	-12%	-$92.8K	0.03%	277
2023 Q4	$639K	Sell	26,429 -481	-2%	-$9.3K	0.03%	297
2023 Q3	$436K	Sell	26,910 -2,260	-8%	-$42.7K	0.02%	369
2023 Q2	$433K	Buy	+29,170	New	+$405K	0.02%	346
2022 Q4	–	Sell	-7,911	Closed	-$268K	–	583
2022 Q3	$268K	Buy	7,911 +2	+0%	+$73	0.02%	379
2022 Q2	$291K	Buy	7,909 +1	+0%	+$38	0.02%	353
2022 Q1	$340K	Buy	7,908 +301	+4%	+$14.6K	0.02%	423
2021 Q4	$358K	Buy	7,607 +1	+0%	+$40	0.02%	380
2021 Q3	$237K	Buy	+7,606	New	+$230K	0.01%	452
2021 Q2	–	Sell	-4,603	Closed	-$162K	–	1136
2021 Q1	$162K	Buy	4,603 +1	+0%	+$33	0.01%	494
2020 Q4	$132K	Sell	4,602 -1,536	-25%	-$36.8K	0.01%	503
2020 Q3	$90K	Sell	6,138 -1,000	-14%	-$15.2K	0.01%	496
2020 Q2	$119K	Buy	7,138 +500	+8%	+$7.84K	0.01%	448
2020 Q1	$122K	Buy	6,638 +500	+8%	+$11.5K	0.01%	376
2019 Q4	$146K	Hold	6,138	–	–	0.01%	385
2019 Q3	$131K	Hold	6,138	–	–	0.01%	368
2019 Q2	$132K	Hold	6,138	–	–	0.02%	374
2019 Q1	$119K	Hold	6,138	–	–	0.01%	378
2018 Q4	$125K	Hold	6,138	–	–	0.02%	337
2018 Q3	$158K	Buy	6,138 +2,000	+48%	+$63.6K	0.02%	311
2018 Q2	$129K	Hold	4,138	–	–	0.02%	358
2018 Q1	$153K	Hold	4,138	–	–	0.02%	286
2017 Q4	$158K	Hold	4,138	–	–	0.03%	272
2017 Q3	$134K	Buy	+4,138	New	+$126K	0.03%	250

Other funds holding INBK

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's INBK Position: Q2 2026 in Review

Valeo Financial Advisors reduced its First Internet Bancorp (INBK) stake by 1.6% in Q2 2026, selling an estimated $9.58K and leaving 24,200 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #380.

Valeo Financial Advisors first reported a position in INBK in Q3 2017 and has held it in 33 quarters since. The position peaked at $874K in Q4 2024. 9 funds tracked by Wall St. Rank hold INBK as of Q2 2026.

Valeo Financial Advisors held 24,200 shares of First Internet Bancorp worth $673K as of Q2 2026.
Valeo Financial Advisors sold 395 First Internet Bancorp shares in Q2 2026, an estimated $9.58K.
First Internet Bancorp made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #380 holding.
Valeo Financial Advisors first reported a position in First Internet Bancorp in Q3 2017 and has held it in 33 quarters since.
Valeo Financial Advisors's First Internet Bancorp position peaked at $874K in Q4 2024.
9 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.